You can specify if Inactive customers should go to Crik-IT, if Jobs can go to Crik-IT, and which specific customers should go to Crik-IT.
Log into your Crik-IT portal as a Crik-IT administrator and click tools tab, then under Other Tools, click Crik-IT / QuickBooks Config Menu. On next page click Other Configuration
1. Want Inactive customers to go to Crik-IT? Check the "Yes, show inactive customers" checkbox.
2. Want customer jobs to go to Crik-IT? Click the "Do bring my QuickBooks Jobs into Crik-IT as customers" choice. This will bring each job over to Crik-IT as a separate customer.
3. Want to have only some of your customers go to Crik-IT? Two choices:
- If you want most of your customers in QuickBooks to go to Crik-IT, choose the "Only customers without No in the CustomerToCrikIT custom field should show in Crik-IT" option.
- Set up a custom field on your customer in QuickBooks called CustomerToCrikIT.
- For the customers that you do NOT want to have go to Crik-IT, enter No in the CustomerToCrikIT custom field.
- If you want most of your customers in QuickBooks to not go to Crik-IT, choose the "Only customers with Yes in the CustomerToCrikIT custom field should show in Crik-IT" option.
- Set up a custom field on your customer in QuickBooks called CustomerToCrikIT.
- For the customers that you DO want to have go to Crik-IT, enter Yes in the CustomerToCrikIT custom field.
4. Make sure you save your changes by clicking the Save Configuration Info button.
If you have already done your initial data sync, after changing any of these options, from the Crik-IT /QuickBooks Config Menu, choose "Sync Your Data", then "Let me choose what to sync", then "Sync Customer Data".
When the sync finishes, return to the Configuration Menu, then click "Return to Crik-IT" link at the top of the configuration menu page.